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      Back to home
      1. Help Center
      2. Reports
      • Boards
      • Automations
        • Event-Based Automations
        • Time-Based Automations
        • Automation Recipes
      • Mobile App
        • Calendar
        • Tasks
        • Contacts and Jobs
        • Documents and Photos
        • Estimates
        • Forms
        • Notifications
        • Troubleshooting
      • Onboarding & Training
        • New Company Onboarding & Training
        • New User Onboarding & Training
      • Settings
        • Subscription
        • Templates
        • Company Info
        • General Settings
        • Groups
        • Template Questions
        • Workflows
        • Team
        • Forms
      • Contacts & Jobs
        • Importing Contacts
        • Contact Records
        • Custom Fields
        • Documents & Photos
        • Jobs
        • Subcontractors
        • Suppliers
        • Communicating with Contacts
      • Financials
        • Estimates
        • Smart Estimates
        • Invoices
        • Payments
        • Budgets
        • Credit Memos
        • Material Orders
        • Work Orders
        • Taxes
        • Products and Services
      • QuickBooks
        • QuickBooks Online
        • QuickBooks Desktop
        • General QuickBooks Info
      • Integrations
        • API
        • Accurence
        • Beacon
        • BirdEye
        • CompanyCam
        • EagleView
        • Engage
        • Global Payments
        • HailTrace
        • HOVER
        • Leap
        • naturalForms
        • Podium
        • RoofScope
        • SalesRabbit
        • Simplii
        • Spotio
        • SumoQuote
        • Sunlight Financial
        • Xactimate
        • Zapier
      • Calendar & Tasks
        • Syncing Your Calendar
        • Tasks
        • Time Tracking
        • Record Scheduling
        • Your Calendar
      • Reports
        • Custom Reports
        • Built-in Reports
      • Dashboard
        • Classic Dashboard
        • Sales Dashboard
      • App Status
      • Additional Resources
        • General
        • Sales and Financial Information
        • Backing up data
        • The old app
      • Suggestions?
      • WePay

      Reports

      Organize your data and get the information you need by creating custom reports or using the built-in reports.

      Custom Reports

      • Is there a way to export my Custom Reports?
      • Where do I find my Custom Reports?
      • What are the different Custom Reports I can create?
      • How Do I Filter My Custom Report?
      • How Do I Organize My Custom Report?
      • How do I add a calculation to my Custom Report?
      • How do I view my Custom Reports?
      • Can I edit the records in my Custom Report?
      See more

      Built-in Reports

      • What can I see on the Team Activity Report?
      • Where do I find my Built-in Reports?
      • What is the Pipeline Report?
      • What is the Lead Source Report?
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